Transactions and Grant funding received within a specific timeline

Marilynf

• March 11, 2026 22:32

Does anyone know if there is a way to get a report and/or dashboard that includes all transactions and funding from grants received in a specific period? 

I am new to Keela, and I can't seem to find information in the way our grants are recorded that shows the dates the funds are received that I can pull for a report.

Any suggestions are greatly appreciated!

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  Pamela Giles

  • March 11, 2026 23:49

  Grants – if entered correctly – appear under Transaction Type: Revenue / Category: Grant. 
  
  So in Transactions (the main listing or reports), you just filter on that and make sure that Date Received is a visible column. 

  If yours aren't there, you'll have to go into one of the transactions from a grant and see how they've been entered. 

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  Marilynf

  • March 23, 2026 17:16

  @PamelaGiles - Thank you, Pamela. You've helped me identify that our grant revenues have not been entered properly and set my path for having this corrected. I very much appreciate your help!

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  Pamela Giles

  • March 23, 2026 18:05

  Oh good. 

  I see a lot of complaints online about grant tracking in Keela — including claims that Keela doesn't even have it. But I think it's actually pretty good and better than the grant tracking in some other fundraising databases I've used. 

  It is dumb that you can't fill in the Application deadline without entering an application submission date. The deadline is most useful before you've submitted! I just write that in the Grant Requirements field. 

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